Transactions (TransactionDesk Edition)

So easy to use

Vorteile:

I love that I can be anywhere and can utilize this software for writing up purchase agreements for my clients to sign electronically. I no longer need to manually write up offers.

Nachteile:

i use this daily and there isn't anything I don't like yet.

I'm Sold!

Kommentare: I have really grown to like TransactionDesk and would highly recommend!

Vorteile:

When I first started using TransactionDesk, I was very skeptical. Now that I have gotten a little more proficient with the program, I am totally sold. It is an easy program to get to know. Once you navigate through the program, it is pretty easy to understand. Easy to use and figure out, plus there are videos to help guide you.

Nachteile:

In the beginning, I was having problems with clients not receiving their emails, or they didn't know where to click to start their signing session. I believe this was changed, and it is better now.

Cosmetically nicer than other RE programs, but not as user friendly

Kommentare: Used only because my brokerage required it. Changed brokers and was happy to leave Lone Wolf

Vorteile:

It looks very nice. Several functions within the systme

Nachteile:

Processes are very hard to manipulate. Not all users and admin use the system correctly due to lack of training. Not as intuitive as some other programs, like Brokermint

Saves me time therefore saves me aggravation

Kommentare: Saves me time and frustration. SO FAST!!! I love that I can get a doc pumped out in a matter of minutes and get it shot over to my clients and have it back within no time at all. Easy and my clients never seem to have issues!

Vorteile:

It is impossibly easy to use even for the more technilogically challenged. I have a fair share of clients that don't necessarily embrace ALL of the digital age but when I need e-signatures, this is such a simple, straightforward way to get them. I usually can explain it and get them through anything with ease which makes for a much less stressful situation. No one wants to feel dumb - this enables user friendlieness with streamlined access to all the docs I need.

Nachteile:

It can feel a little cumbersome if you need to make an edit to a doc that is already in a signing room- for example, on a buy sell agreement in real estate, you mess up a date or an amount. You can't simply edit the actual doc within the signing room. You have to leave the room, edit it within forms, then go back to your signing and replace the doc with the freshly modified one. Not a deal breaker by any stretch and I don't even know how they would go about modifying that but that's literally the only thing that comes to mind.

Unhelpful Customer Service - nearly useless

Kommentare: The main business problem I have had with TD is the Customer "Service." The CS reps seem to know almost nothing about how to help, or how the program works. And I can tell from their accents that they aren't primarily English speaking, and sometimes it's hard to understand what they are saying. But the biggest downfall of TD is that the CS reps are surly, and on 3 occasions, I've had to deal with negative, sarcastic attitudes on the part of the CS reps. They are supposed to know the program inside and out, AND help realtors in a professional manner. They are not friendly nor helpful in most situations about which I've called. They almost seem irritated that they have to help. TD needs to move their CS to the U.S. and properly train their employees in what real customer service should be. I cringe every time I have to call CS for anything, because, in spite of being hopeful that this time it will be a good experience, it seldom is.

Vorteile:

I like that once I complete the Cover Page document it auto populates to every other document. And I like that it auto populates the signing initial and signature boxes for most documents.

Nachteile:

I can not designate forms to be attached to the Checklist AFTER I have completed them and sent them for signing. I called "Customer Service" about it today and after asking about this, the CS rep had a long pause, then said NO, I can not attach multiple forms to the checklist.